AVRE ranks 1st and LFSC 7th of 35 funds in the US Active Sector Category.
AVRE vs LFSC
AVRE −0.37pt a year
0.17%0.54%
AVRE 18.7×the volume
77.8K4.16K
AVRE vs LFSC Performance
+8.1%+32.6%
- AVRE 0.17%, better
- LFSC 0.54%
- AVRE $883M
- LFSC $122M
- AVRE +8.1%
- LFSC +32.6%, better
- AVRE 2.99%
- LFSC
- AVRE 329
- LFSC 38
- AVRE 77.8K sh, better
- LFSC 4.16K sh
- AVRE $45.98
- LFSC $43.63
ETF.net Grade
| Pillar | AVRE | LFSC |
|---|---|---|
| Cost | A88Higher | A76 |
| Mission | A84 | |
| Risk | B57Higher | D32 |
| Tradability | A71Higher | B61 |
| Holdings | A87Higher | A71 |
| Durability | A78Higher | C41 |
Rank among US Active Sector funds
Same Category. AVRE and LFSC are both graded against the same 35 US Active Sector funds, so their Grades compare head to head.
Our read on each fund
AVREA
LFSCB
In short
AVRE Landlord exposure at index-fund pricing. AVRE holds roughly 300 REITs and property companies worldwide, measured against the S&P Global REIT Index, for 0.17% a year while the typical fund in its active-equity peer group charges far more.
LFSC An actively managed swing at life sciences innovation, launched in 2024 and priced below the typical active US equity fund. Healthcare stock-picking in a single ticket, not a sector index.
Stated mandate
AVRE The fund seeks long-term capital appreciation.
LFSC The fund is intended to provide exposure to the healthcare sector, primarily through the F/m Emerald Life Sciences Innovation ETF.
Why people hold it
Worth knowing
AVRE vs LFSC Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AVRE vs LFSC Cost
Overpaying LFSC vs AVRE
$7,174
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AVRE 0.17%
$3,546
LFSC 0.54%
$10,720
Cost over time
Year by year
| Year | AVRE | LFSC | Overpaying |
|---|---|---|---|
| 10 | $310 | $971 | $661 |
| 20 | $1,211 | $3,724 | $2,513 |
| 30 | $3,546 | $10,720 | $7,174 |
- 0.17%AVRE, cheaper
- 0.54%LFSC
- Middle half of US Active Sector funds
- Median 0.61%
AVRE 5th cheapest of 35 funds
LFSC 9th cheapest of 35 funds
AVRE vs LFSC Dividends
- AVRE 2.99%
- LFSC
- AVRE $1.38
- LFSC None
- AVRE $0.40
- LFSC
- AVRE Sep 8, 2026
- LFSC
- AVRE Sep 10, 2026
- LFSC
- AVRE Quarterly
- LFSC
Distribution history
AVRE vs LFSC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AVRE 15.6%LFSC 25.9%
- Return per unit of risk
- AVRE 0.53LFSC 1.06
- Worst fall
- AVRE −33.3%LFSC −29.7%
- Market sensitivity
- AVRE 0.90LFSC 0.94
Popular comparisons
- 0.17% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.54% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.44%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.54% · 0.44%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.17% · 0.14%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.54% · 0.14%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.